On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dave Braun, Managing Director and Generalist Portfolio Manager at PIMCO to discuss why rates have been moving higher, if the Fed will get us a soft landing, why mortgage bonds look attractive right now, the resiliency of the US consumer, and much more!
Find comp ... Show More
Jul 29
45 Million Rich Households (EP. 475)
On episode 475, Michael Batnick and Ben Carlson discuss: a good sign for the bull market, semoconductor stocks crashing, why valuations keep falling, everyone is bearish about bonds, South Korea traders, how big SpaceX could get, why people keep spending money, Netflix is still d ... Show More
1h 6m
Jun 2025
Why Defensive Stocks Have Disappeared
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Matt Cerminaro and Todd Sohn for the ultimate CHART ON session! They discuss: the Fed, market sentiment, the future of Apple, and much more! This episode ... Show More
59m 2s
Feb 2024
They don't usually ring a bell at the top, but...
On this TCAF Tuesday, Join Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: CPI, an update on earnings, Nvidia, Amazon stock, mystery charts, ... Show More
1h 1m
Jun 2024
Get out of Cash
On episode 146 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth, to discuss: the FOMC meeting, inflation, rising valuations, the biggest risk to the market, GameStop, and much mo ... Show More
1h 22m
Mar 2025
How Not to Invest With Barry Ritholtz, Dip Buyers Winning, Coreweave
On this TCAF Tuesday, Downtown Josh Brown is joined by Barry Ritholtz, Co-founder and Chairman of Ritholtz Wealth Management to discuss his new book release "How Not to Invest". Then at 39:18, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! ... Show More
1h 50m
Nov 2023
The Credit Crunch Is Just Beginning
On this special episode of TCAF Tuesday, Michael Batnick, Barry Ritholtz, and Downtown Josh Brown are joined by Campbell Harvey to discuss: the state of the economy, the yield curve indicator, the next recession, and much more!
This episode is sponsored by LifeX. Learn more at: ... Show More
1h 4m
Jun 2025
Statement Risk
On episode 197 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend following, using systems to overcome emotion, technical analysis, Nvidia, ... Show More
1h 15m
Jan 2025
The Blue Chips of Junk
On episode 175 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott, Co-Founder, CEO, and CIO of Unlimited Funds to discuss: Netflix earnings, the labor market, tariff winners and losers, the case for TIPs, the right gold allocation, hedg ... Show More
1h 38m
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson ... Show More
On episode 474, Michael Batnick and Ben Carlson discuss: the bloodbath in certain tech stocks, investor behavior ... Show More
